See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,362 | $77,899+497.4% | $149,673+210.9% | $75,163+519.1% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 28.45% | 31.72%-3.3pp | 134.42%-106.0pp | 160.62%-132.2pp |
| Employer contribution / active EE | $2,315 | $3,137-26.2% | $4,818-52.0% | $2,670-13.3% |
| Participant deferral / active EE | $4,394 | $3,411+28.8% | $5,680-22.6% | $4,125+6.5% |
| Admin fee / account holder | $15,854 | $5,956+166.2% | $13,210+20.0% | $5,651+180.6% |